# David B. Patston, CPA, CFA

> David B. Patston, CPA, CFA is a state-registered investment advisory firm in Denver, CO, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 131673
- Filed as: DAVID B. PATSTON, CPA, CFA
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/131673
- AdvisorCensus page: https://advisorcensus.com/firm/david-b-patston-cpa-cfa-denver-co-131673

## Quick answers

**How is David B. Patston, CPA, CFA compensated?**
On its Form ADV (Item 5.E, October 2026), David B. Patston, CPA, CFA reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is David B. Patston, CPA, CFA located?**
David B. Patston, CPA, CFA's principal office is in Denver, CO, according to its Form ADV.

**Is David B. Patston, CPA, CFA registered with the SEC or a state?**
David B. Patston, CPA, CFA is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 131673.

**How much does David B. Patston, CPA, CFA manage?**
David B. Patston, CPA, CFA reports $96,266,971 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (87% discretionary).

**What types of clients does David B. Patston, CPA, CFA serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (24).

**Does David B. Patston, CPA, CFA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/131673

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $96,266,971
- Discretionary: $83,882,107
- Non-discretionary: $12,384,864

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $8,027,351 |
| High net worth individuals | 27 | $76,838,243 |
| Charitable organizations | Fewer than 5 | $11,401,377 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- davidpatston.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David B. Patston, CPA, CFA (CRD 131673): Form ADV filing data as of October 2026.